Build Proposals Button Not Loading Proposals

Problem:
When clicking “Build Proposals”:

• The proposal does not load or appears stuck, or
• The proposal loads but figures (price, savings, payback) do not reflect recent changes

Why This Happens

There are two common causes:

1. Missing Product or Pricing

This occurs when one or more products included in your Added Options Budgets:

• Do not exist in your Private Supplier list, or
• Do not have pricing assigned

The system cannot generate or update a proposal if required product data is missing.

2. Proposal Not Fully Rebuilding (Performance Limitation)

When multiple technologies or options are added to a proposal (typically 4–5), the system can sometimes:

• Struggle to fully rebuild the proposal
• Display outdated pricing or calculations
• Appear to load, but not reflect recent budget changes

In these cases, the proposal needs to be fully reset and rebuilt.

How to Fix It

Step 1: Check Products and Pricing

• Open the Budgets
• Review all products included in the proposal
• Ensure each product:
  • Exists in your Private Supplier list
  • Has pricing assigned

Step 2: Rebuild the Proposal (If Still Not Updating)

If the issue persists, follow these steps:

1. Remove all technologies/options from the proposal
2. Click Build Proposals (this creates a blank proposal)
3. Add the technologies/options back into the proposal
4. Click Build Proposal again
5. Refresh the page as required until the proposal fully loads

Result

The proposal should now:

• Load correctly
• Reflect the latest pricing
• Show accurate totals and payback calculations